BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.05M
3
+$4.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.94M
5
ABBV icon
AbbVie
ABBV
+$3.79M

Top Sells

1
+$12.2M
2
+$5.11M
3
+$4.76M
4
CSCO icon
Cisco
CSCO
+$4.57M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.52M

Sector Composition

1 Industrials 13.25%
2 Communication Services 13.05%
3 Technology 12.51%
4 Healthcare 10.68%
5 Utilities 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.05M 1.28%
+77,270
27
$4.91M 1.24%
30,859
-7,217
28
$4.86M 1.23%
+83,825
29
$4.86M 1.23%
53,321
-13,986
30
$4.81M 1.22%
73,520
-7,860
31
$4.67M 1.18%
38,995
-4,152
32
$4.65M 1.18%
78,121
-5,652
33
$4.3M 1.09%
111,248
-7,347
34
$4.3M 1.09%
70,789
-22,922
35
$4.18M 1.06%
22,842
+13,980
36
$4.09M 1.03%
53,401
-4,758
37
$4M 1.01%
44,740
-3,140
38
$3.94M 0.99%
+59,132
39
$3.85M 0.97%
56,261
-13,817
40
$3.79M 0.96%
+44,472
41
$3.5M 0.88%
64,279
-21,824
42
$3.49M 0.88%
+99,299
43
$3.48M 0.88%
79,135
-26,705
44
$3.46M 0.87%
+74,036
45
$3.44M 0.87%
74,960
-5,533
46
$3.35M 0.85%
54,320
-18,299
47
$3.35M 0.85%
36,353
-2,561
48
$3.22M 0.81%
24,465
-3,066
49
$2.91M 0.74%
21,861
-3,705
50
$2.69M 0.68%
54,777
-2,776
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